Signals

IEMG

2195 in-universe funds with a nonzero position in IEMG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#33
Score / z4.831 / 6.86
Consensus735.70 over 1421 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-46% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 11,644.5 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 6,909.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,268.7 1.6% 3 +0.2 pp +0.5 pp +1.6 pp +1.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5,156.0 1.0% 3 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 5,127.3 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,526.4 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,321.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,226.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,614.6 5.8% 4 +0.0 pp -0.1 pp +0.1 pp +5.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2,187.1 5.2% 3 +0.0 pp +0.1 pp +5.2 pp +5.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,945.5 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,852.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,520.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1,516.6 5.5% 3 +0.0 pp +0.6 pp +5.5 pp +5.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,314.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1,248.2 0.8% 3 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
WIT, LLC CIK 0001840025 0.965 24 1,099.1 22.0% 3 -2.6 pp -2.4 pp +22.0 pp +22.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,081.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 967.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 924.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 860.7 3.0% 3 +0.2 pp +0.6 pp +3.0 pp +3.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 727.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 641.4 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 637.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 629.1 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 600.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 560.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 516.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 509.8 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 490.1 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 473.3 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 468.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 458.9 26.6% 3 +1.3 pp +0.6 pp +26.6 pp +26.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 454.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 453.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 453.1 4.4% 3 +0.8 pp +0.9 pp +4.4 pp +4.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 447.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 435.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 388.1 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 380.9 2.9% 3 -0.0 pp -1.0 pp +2.9 pp +2.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 355.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 333.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 322.3 0.4% 3 +0.4 pp -0.1 pp +0.4 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 295.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nationwide Fund Advisors CIK 0001097218 0.819 8 274.9 11.8% 3 +0.1 pp +0.0 pp +11.8 pp +11.8 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 273.0 3.8% 3 +0.0 pp +0.1 pp +3.8 pp +3.8 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 272.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 265.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 256.9 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 238.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 220.8 1.2% 3 +0.5 pp +1.0 pp +1.2 pp +1.2 pp
Matson Money. Inc. CIK 0001672512 0.979 9 213.9 6.8% 3 -0.1 pp +0.2 pp +6.8 pp +6.8 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 213.3 11.0% 3 -1.3 pp -0.8 pp +11.0 pp +11.0 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 207.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 206.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 205.1 3.8% 2 +2.5 pp +3.8 pp +3.8 pp +3.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 205.0 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 201.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 197.0 4.4% 3 -0.1 pp +0.2 pp +4.4 pp +4.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 194.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 193.8 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 190.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 187.7 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 173.8 1.4% 3 +0.2 pp +0.5 pp +1.4 pp +1.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 171.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 171.1 4.1% 3 -0.0 pp -0.0 pp +4.1 pp +4.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 165.7 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 165.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 162.9 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 162.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 160.8 3.3% 3 +0.0 pp +0.3 pp +3.3 pp +3.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 159.0 4.1% 3 -0.2 pp -0.2 pp +4.1 pp +4.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 157.2 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 156.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 153.3 5.2% 3 +0.1 pp +0.5 pp +5.2 pp +5.2 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 152.7 7.3% 4 +0.0 pp +0.3 pp +0.4 pp +7.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 152.1 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
JB Capital LLC CIK 0001879371 0.629 280 149.2 6.1% 3 +1.2 pp +1.8 pp +6.1 pp +6.1 pp
Balentine LLC CIK 0001586678 0.932 243 148.5 5.6% 3 +0.4 pp +5.5 pp +5.6 pp +5.6 pp
Hackensack Meridian Health, Inc. CIK 0001851813 0.946 7 146.9 13.4% 3 -1.4 pp -1.1 pp +13.4 pp +13.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 143.3 1.9% 3 +0.4 pp +0.6 pp +1.9 pp +1.9 pp
Members Trust Co CIK 0001677560 0.939 170 142.7 4.7% 3 -0.0 pp +0.2 pp +4.7 pp +4.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 142.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 142.3 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 142.1 5.3% 3 -0.2 pp -0.2 pp +5.3 pp +5.3 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 132.1 13.6% 3 -0.4 pp -0.2 pp +13.6 pp +13.6 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 131.8 3.5% 3 -0.1 pp +0.0 pp +3.5 pp +3.5 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 130.5 2.3% 3 -0.0 pp -0.0 pp +2.3 pp +2.3 pp
University of Pittsburgh - Of the Commonwealth System of Higher Education CIK 0001896071 0.827 2 130.0 99.8% 3 +0.1 pp -0.2 pp +99.8 pp +99.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 129.1 0.7% 3 +0.3 pp +0.1 pp +0.7 pp +0.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 126.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 125.5 1.9% 3 -0.1 pp -0.4 pp +1.9 pp +1.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 124.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Passaic Partners LLC CIK 0001905809 0.898 16 119.3 12.3% 3 +3.2 pp +3.5 pp +12.3 pp +12.3 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 117.3 5.2% 3 -2.2 pp +1.2 pp +5.2 pp +5.2 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 115.6 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 115.0 6.5% 3 +0.3 pp +0.5 pp +6.5 pp +6.5 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 113.9 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 108.1 2.4% 3 +2.1 pp +2.2 pp +2.4 pp +2.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 106.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 104.0 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 102.8 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 101.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 101.0 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 99.8 4.5% 3 -0.4 pp -0.7 pp +4.5 pp +4.5 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 98.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 96.8 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 94.4 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 93.4 2.6% 3 +0.1 pp +0.0 pp +2.6 pp +2.6 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 93.0 4.0% 3 +0.1 pp +0.2 pp +4.0 pp +4.0 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 92.9 7.5% 3 -0.0 pp +0.2 pp +7.5 pp +7.5 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 91.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 91.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 91.2 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 86.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 86.5 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 86.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 85.9 0.9% 3 -0.0 pp +0.5 pp +0.9 pp +0.9 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 85.5 0.3% 3 +0.0 pp -3.8 pp +0.3 pp +0.3 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 83.7 3.2% 3 -0.5 pp -0.0 pp +3.2 pp +3.2 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 83.2 9.0% 3 +0.1 pp +4.2 pp +9.0 pp +9.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 83.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 79.7 1.4% 3 +1.0 pp +1.0 pp +1.4 pp +1.4 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 79.7 4.4% 3 -0.4 pp -0.5 pp +4.4 pp +4.4 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 78.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 77.5 5.9% 3 +0.4 pp -0.1 pp +5.9 pp +5.9 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 77.5 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 76.6 5.8% 3 +0.1 pp +0.1 pp +5.8 pp +5.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 75.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 73.5 0.7% 5 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 73.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 72.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 71.9 2.1% 3 -1.1 pp -1.2 pp +2.1 pp +2.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 70.8 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 70.6 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 69.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 68.8 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 68.4 1.1% 3 +0.4 pp +0.4 pp +1.1 pp +1.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 68.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 66.7 2.2% 3 -0.2 pp -0.0 pp +2.2 pp +2.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 66.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 66.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 66.1 0.5% 5 +0.1 pp +0.5 pp +0.1 pp +0.2 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 63.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 63.1 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 62.4 3.2% 3 +0.0 pp +0.1 pp +3.2 pp +3.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 62.0 6.7% 3 -0.4 pp -0.5 pp +6.7 pp +6.7 pp
&PARTNERS CIK 0000107136 0.806 2509 61.5 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Wedmont Private Capital CIK 0001904274 0.771 949 60.5 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
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Tortoise Investment Management, LLC CIK 0001599511 0.615 252 20.8 1.8% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 20.7 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 20.7 5.6% 3 +0.4 pp +0.8 pp +5.6 pp +5.6 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 20.6 2.3% 3 +0.2 pp +0.3 pp +2.3 pp +2.3 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 20.5 6.6% 3 +0.0 pp +0.2 pp +6.6 pp +6.6 pp
Curi Capital, LLC CIK 0001332905 0.548 888 20.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
BANK OF HAWAII CIK 0000315080 0.804 233 20.4 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
Arkos Global Advisors CIK 0001769089 0.805 124 19.8 2.5% 3 +0.1 pp +0.4 pp +2.5 pp +2.5 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 19.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 19.6 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 19.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 19.5 4.7% 3 +1.5 pp +2.4 pp +4.7 pp +4.7 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 19.4 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 19.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 19.1 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 19.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 19.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 19.0 2.3% 3 -0.8 pp -0.7 pp +2.3 pp +2.3 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 18.9 2.6% 3 +0.0 pp +0.5 pp +2.6 pp +2.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 18.9 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 18.7 9.0% 3 -0.2 pp -1.5 pp +9.0 pp +9.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 18.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.6 0.9% 5 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 18.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 18.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 18.4 1.3% 3 -0.1 pp +0.2 pp +1.3 pp +1.3 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 18.4 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 18.3 1.1% 3 -0.4 pp +0.1 pp +1.1 pp +1.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 18.3 0.6% 3 -0.0 pp -0.4 pp +0.6 pp +0.6 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 17.9 3.8% 3 -0.4 pp +0.6 pp +3.8 pp +3.8 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 17.9 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 17.7 3.6% 3 +1.1 pp +1.4 pp +3.6 pp +3.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 17.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 17.6 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 17.5 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 17.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 17.4 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 17.4 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
Keystone Financial Services CIK 0001865158 0.422 131 17.4 5.2% 3 +0.6 pp +0.7 pp +5.2 pp +5.2 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 17.2 1.0% 3 -0.2 pp +0.0 pp +1.0 pp +1.0 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 17.1 1.8% 3 -0.2 pp -0.5 pp +1.8 pp +1.8 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 16.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 16.9 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 16.8 2.3% 3 +0.0 pp -0.4 pp +2.3 pp +2.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 16.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 16.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 16.5 1.2% 3 +1.0 pp +1.0 pp +1.2 pp +1.2 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 16.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 16.4 4.0% 3 -0.0 pp +0.1 pp +4.0 pp +4.0 pp
CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 16.4 1.8% 3 +0.1 pp +0.5 pp +1.8 pp +1.8 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 16.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.4 1.7% 3 -0.3 pp -0.2 pp +1.7 pp +1.7 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 16.2 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
Columbia Bank CIK 0002017259 0.353 165 16.1 4.5% 3 +0.1 pp +0.5 pp +4.5 pp +4.5 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 16.0 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 15.9 3.6% 3 +1.5 pp +2.1 pp +3.6 pp +3.6 pp
Invst, LLC CIK 0001867587 0.314 343 15.9 1.7% 3 +0.3 pp +0.4 pp +1.7 pp +1.7 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 15.9 3.5% 3 -0.1 pp -0.3 pp +3.5 pp +3.5 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 15.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 15.8 2.8% 3 -0.0 pp +0.0 pp +2.8 pp +2.8 pp
EQ LLC CIK 0001757605 0.412 87 15.8 4.6% 3 -1.0 pp -2.6 pp +4.6 pp +4.6 pp
Veery Capital, LLC CIK 0001844375 0.780 100 15.8 4.8% 3 -0.0 pp +0.2 pp +4.8 pp +4.8 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 15.7 2.1% 3 +0.0 pp +0.5 pp +2.1 pp +2.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 15.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 15.4 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
BSW Wealth Partners CIK 0001512601 0.641 331 15.4 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 15.4 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 15.2 4.4% 3 +0.0 pp -0.0 pp +4.4 pp +4.4 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 15.2 1.5% 3 +0.4 pp +0.7 pp +1.5 pp +1.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.1 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 15.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 14.8 7.7% 3 -0.0 pp +0.2 pp +7.7 pp +7.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.8 0.0% 3 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 14.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 14.5 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 14.4 4.5% 3 -0.2 pp -0.1 pp +4.5 pp +4.5 pp
Iowa State Bank CIK 0001546967 0.467 118 14.3 2.7% 3 -0.0 pp +0.1 pp +2.7 pp +2.7 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 14.1 5.1% 3 +0.5 pp +0.8 pp +5.1 pp +5.1 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 14.1 1.5% 3 +0.1 pp +0.0 pp +1.5 pp +1.5 pp
Kilter Group LLC CIK 0002058915 0.349 1580 14.0 6.2% 4 +0.4 pp +1.2 pp +3.2 pp +6.2 pp
PDS Planning, Inc CIK 0000838618 0.712 609 13.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 13.8 1.9% 3 +0.2 pp +0.5 pp +1.9 pp +1.9 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 13.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 13.7 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 13.4 3.3% 3 -0.2 pp +0.3 pp +3.3 pp +3.3 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 13.4 4.0% 3 +0.9 pp +1.3 pp +4.0 pp +4.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 13.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 13.3 1.9% 3 +0.0 pp +0.2 pp +1.9 pp +1.9 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 13.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 13.2 1.5% 3 +0.3 pp +1.4 pp +1.5 pp +1.5 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 13.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 13.2 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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TSA Wealth Managment LLC CIK 0001963669 0.394 119 13.1 4.3% 3 +0.7 pp +1.1 pp +4.3 pp +4.3 pp
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CI INVESTMENTS INC. CIK 0001163648 0.648 746 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.7 3.3% 3 +0.5 pp +0.9 pp +3.3 pp +3.3 pp
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NEPC LLC CIK 0001424799 0.960 53 12.5 0.3% 3 -2.5 pp -2.1 pp +0.3 pp +0.3 pp
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FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 12.0 0.7% 3 -0.2 pp +0.0 pp +0.7 pp +0.7 pp
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VICUS CAPITAL CIK 0001544806 0.660 268 11.9 0.9% 3 -0.4 pp -1.5 pp +0.9 pp +0.9 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 11.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 9.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 9.9 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 9.8 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 9.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 9.8 5.8% 4 -2.0 pp -2.7 pp -2.8 pp +5.8 pp
GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 9.8 2.9% 3 -0.1 pp +0.1 pp +2.9 pp +2.9 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Omega Financial Group, LLC CIK 0001767982 0.514 91 9.6 3.2% 3 +0.0 pp +0.2 pp +3.2 pp +3.2 pp
Next Capital Management LLC CIK 0001752762 0.504 138 9.6 3.1% 3 +0.7 pp +1.2 pp +3.1 pp +3.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
True Vision MN LLC CIK 0002013460 0.163 98 9.5 4.8% 3 +0.7 pp +1.3 pp +4.8 pp +4.8 pp
FIL Ltd CIK 0000318989 0.878 1140 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 9.4 4.7% 5 -0.1 pp +1.2 pp +1.3 pp +1.8 pp
RPTC Inc. CIK 0001714450 0.937 7 9.4 1.6% 3 -0.0 pp +0.1 pp +1.6 pp +1.6 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 9.3 3.1% 3 -0.1 pp +0.0 pp +3.1 pp +3.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 9.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 9.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Community Bank, N.A. CIK 0001632187 0.503 530 9.3 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 9.3 3.8% 3 +0.8 pp +1.4 pp +3.8 pp +3.8 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 9.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 9.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ROGCO, LP CIK 0001998892 0.631 224 9.2 3.0% 3 -0.0 pp +0.2 pp +3.0 pp +3.0 pp
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Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 9.2 1.1% 3 -0.1 pp +0.4 pp +1.1 pp +1.1 pp
Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 9.1 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 9.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 9.1 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 9.1 1.4% 3 -0.2 pp -0.4 pp +1.4 pp +1.4 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 9.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 9.0 1.5% 3 +0.3 pp +0.9 pp +1.5 pp +1.5 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 9.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 9.0 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 9.0 2.1% 3 -0.1 pp +0.3 pp +2.1 pp +2.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.8 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Lansing Street Advisors CIK 0001926571 0.417 166 8.8 2.3% 3 +0.4 pp +0.9 pp +2.3 pp +2.3 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 8.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.7 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
ALLIANZ SE CIK 0001127508 0.910 519 8.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 8.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hudson Capital Management LLC CIK 0001727342 0.530 74 8.5 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
VPR Management LLC CIK 0001894203 0.676 66 8.5 3.8% 3 -0.0 pp +0.2 pp +3.8 pp +3.8 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 8.5 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
SACHEM HILL LLC CIK 0001994333 0.818 67 8.5 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Guidance Point Advisors, LLC CIK 0001767710 0.787 102 8.4 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
Broadview Financial Management, LLC CIK 0001697024 0.682 43 8.3 5.6% 3 -0.5 pp -0.5 pp +5.6 pp +5.6 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 8.3 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.3 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
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RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 8.2 4.2% 3 +0.3 pp +2.4 pp +4.2 pp +4.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 8.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
GAM Holding AG CIK 0001438848 0.338 273 8.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
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Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 8.1 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 8.0 3.5% 3 +2.5 pp +2.5 pp +3.5 pp +3.5 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 8.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Csenge Advisory Group CIK 0001715593 0.550 760 8.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 7.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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Advyzon Investment Management, LLC CIK 0002011872 0.218 754 7.9 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 7.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.8 3.3% 3 +0.4 pp +1.2 pp +3.3 pp +3.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 7.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 7.7 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 7.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 7.6 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
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Avid Wealth Partners LLC CIK 0001992344 0.237 77 7.6 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
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AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 7.5 1.8% 3 +0.2 pp +0.3 pp +1.8 pp +1.8 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 7.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 7.5 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
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Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 7.4 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 7.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 7.4 2.4% 3 +0.1 pp +0.5 pp +2.4 pp +2.4 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 7.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 7.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 7.4 3.7% 3 -0.0 pp +3.4 pp +3.7 pp +3.7 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 7.4 0.9% 3 +0.2 pp +0.4 pp +0.9 pp +0.9 pp
Causey Wealth LLC CIK 0002132639 0.489 83 7.3 3.6% 4 +0.3 pp +0.2 pp -0.3 pp +3.6 pp
Clarius Group, LLC CIK 0001664214 0.831 384 7.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 7.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
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Financial Council, LLC CIK 0001883629 0.681 106 7.2 2.9% 3 +0.8 pp +0.8 pp +2.9 pp +2.9 pp
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Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 7.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 7.0 2.5% 5 -0.0 pp -0.4 pp +0.2 pp +0.4 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 7.0 1.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 7.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 7.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 6.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 6.9 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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United Financial Planning Group LLC CIK 0002088337 0.721 465 6.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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Convergence Financial, LLC CIK 0002034001 0.141 272 6.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
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Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 5.7 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
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JSF Financial, LLC CIK 0001802224 0.568 141 5.5 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
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Park Place Capital Corp CIK 0001965810 0.369 1092 3.2 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
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BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.2 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Cordant, Inc. CIK 0001830942 0.705 353 3.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
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SlateStone Wealth, LLC CIK 0001764049 0.484 296 3.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
TFB Advisors LLC CIK 0001965201 0.232 190 3.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
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EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 3.0 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 3.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Traveka Wealth, LLC CIK 0002009176 0.376 199 3.0 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DDFG, Inc CIK 0001967640 0.535 91 3.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
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Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.9 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.9 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
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Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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Sepio Capital, LP CIK 0001751412 0.794 346 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 2.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Keel Point, LLC CIK 0001386935 0.645 514 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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CONTINENTAL ADVISORS LLC CIK 0001277779 0.315 40 2.7 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
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Red Tortoise LLC CIK 0001910488 0.497 590 2.7 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
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ORG Partners LLC CIK 0001979372 0.288 1708 2.6 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -2.3 pp -2.2 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -1.4 pp -0.8 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -2.1 pp -2.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IEMG). Qtrs Held counts distinct quarters this fund has actually held IEMG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IEMG position size. Δ columns are the percentage-point change in IEMG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status